Monthly Summary by PI

Financial & Human Resources Information Library

Monthly Summary by PI

  • Folder: GRANTS/CONTRACT
  • Description: Monthly Summary by PI

Description:

  • Summary of Individual Project Revenue and Expense by Month
  • Includes Total Revenue, Personal Services Exp, Non-Personal Services Exp, F and A Exp, Total Expense by Month, ARRA, and IDP.

Use:

  • Inputs—required fields denoted by an asterisk (*):
    • AE or PI (Responsible Person) EMPLID (leave blank to return all AE/PI’s)
    • Include Inactive Projects (Yes/No)
    • Project (leave blank to return all Projects)
    • ARRA Awards only? (check the box to view only ARRA awards)
    • IDP Awards only? (check the box to view only IDP Awards)
    • ARRA and IDP Awards only? (check both the ARRA and IDP Award boxes)

Security Authorization:

  • Access is restricted to users with Management Report Security to the specified Responsible Person (AE/PI).
  • Reports in the Financial Information Library SECURITY folder generate lists of users security authorization.
  • To request access, use the Financial Web Management Reports Security Authorization form. Various levels of access can be requested. To understand how to request the appropriate security, please refer to the Financial Security Overview and Instructions before completing the form.

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